KG Capital Management

Position in CMI — Cummins Inc

CIK 1771687 ST. FRANCISVILLE, LA

Position in CMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,670,971

+$695,900 QoQ

Shares Held

3,745

+2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#757

of 2,094 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KG Capital Management holds $3,965,666 across 2 Specialty Industrial Machinery names. CMI ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CMI	Cummins Inc This page	3,745	$2,670,971
2	GEV	GE Vernova Inc.	1,102	$1,294,695

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,670,971	3,745	+2.0%	Shares	Sole	2026-08-07
2026-03-31	$1,975,071	3,671	-23.3%	Shares	Sole	2026-04-23
2025-12-31	$2,441,992	4,784	+6.2%	Shares	Sole	2026-01-23
2025-09-30	$1,902,776	4,505	+5.6%	Shares	Sole	2025-10-22
2025-06-30	$1,397,770	4,268	+6.1%	Shares	Sole	2025-07-17
2025-03-31	$1,261,282	4,024	+7.3%	Shares	Sole	2025-04-23
2024-12-31	$1,306,901	3,749	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$1,204,822	3,721	+3.7%	Shares	Sole	2024-10-29
2024-06-30	$993,901	3,589	+13.2%	Shares	Sole	2024-07-23
2024-03-31	$934,040	3,170	+14.4%	Shares	Sole	2024-04-25
2023-12-31	$663,608	2,770	+104.9%	Shares	Sole	2024-01-24
2022-09-30	$275,145	1,352	+4.3%	Shares	Sole	2022-10-24
2022-06-30	$250,814	1,296	-7.4%	Shares	Sole	2022-07-22
2022-03-31	$287,154	1,400	+11.7%	Shares	Sole	2022-05-02
2021-12-31	$273,329	1,253	-25.6%	Shares	Sole	2022-01-19
2020-12-31	$382,436	1,684	-8.8%	Shares	Sole	2021-01-19
2020-09-30	$389,801	1,846	-68.5%	Shares	Sole	2020-10-13
2020-06-30	$1,014,264	5,854	-0.8%	Shares	Sole	2020-07-09
2020-03-31	$798,252	5,899	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.